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JLL
United States Retail Market Dynamics Q1 2026
The U.S. retail market experienced negative net absorption of 4.4 million square feet in Q1 2026, with vacancy rates holding steady at 4.4% despite historic lows in new supply and national rent growth slowing to 2.0%. Restaurants, discount retailers, and grocery operators led tenant expansion while apparel and electronics contracted, with institutional investors driving Q1 2026 transaction volume above $15 billion, the strongest first quarter since 2023.
RetailU.S. National
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Berkadia
Mid-Year 2025 Multifamily Market Report - National (PDF)
The National Multifamily Market Report for mid-year 2025, published by Berkadia, examines employment trends and apartment market dynamics across the United States. The report notes that 1,551,000 jobs were added over the last 12 months with unemployment at 4.1% as of June 2025, driven primarily by growth in private education and healthcare sectors responding to aging population demographics and technological advances, while apartment supply peaked in 2024 with year-to-date 2025 deliveries of 224,979 units against absorption of 378,749 units, reflecting contracted construction pipelines offset by surging demand from urbanization trends and homeownership affordability constraints.
MultifamilyU.S. National
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Berkadia
Mid-Year 2025 Multifamily Market Report - Houston (PDF)
Metro Houston's multifamily market added 39,800 jobs over the past 12 months with a 4.4% unemployment rate as of June 2025, driven by population growth including 149,560 net migrants in the prior year and anticipated investments from Apple, Foxconn, and Nvidia in AI manufacturing facilities. In the first half of 2025, the market delivered 7,071 multifamily units and achieved 10,850 net move-ins, with the pipeline comprising 21,054 units in lease-up and 8,415 units under construction, with strong absorption concentrated in Greater Heights/Washington Avenue, Conroe/Montgomery County, and Cypress/Waller submarkets.
MultifamilyHoustonTexas
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Berkadia
Q1 2025 Affordable Housing Report (PDF)
This Berkadia national report documents the current state of affordable housing in the United States as of Q1 2025, presenting data on cost burden among renters, expiring affordability restrictions, and development pipelines across regions. Key findings include 22.6 million cost-burdened U.S. renters spending over 30 percent of income on housing, 374,497 multifamily units with affordability restrictions set to expire within five years, affordable housing deliveries projected to peak at roughly 80,000 units in 2025 before declining to 51,000 units by 2027, and national rental inventory of 2,551,946 units with 1.5 percent year-over-year growth as of Q1 2025.
MultifamilyAffordable HousingU.S. National
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Seniors Housing Business
Why Private Equity Is Pouring into Senior Living
By Jane Adler Private equity firms are snapping up a bigger slice of the seniors housing market as investors seek healthy returns. The rationale for investing is increasingly clear: The… The post Why Private Equity Is Pouring into Senior Living appeared first on Seniors Housing Business . ]]>
Senior HousingU.S. National
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Capright (valuation & advisory)
Self-Storage REIT Update – June 2026
Self-Storage REITs Enter a New Phase of Stabilization Amid Ongoing Pricing Pressure Capright has released its latest Self-Storage REIT Update, providing a detailed look at The post Self-Storage REIT Update – June 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
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Capright (valuation & advisory)
On the Spot with Steve Lore – May 2026
🎙️ Data Centers Enter a New Phase The data center market continues to post exceptionally strong operating fundamentals, but beneath the surface, the industry is The post On the Spot with Steve Lore – May 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
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Capright (valuation & advisory)
Healthcare REITs with Taylor Green – May 2026
🎙️ Healthcare REITs Face a Defining Moment as Demand Outpaces Supply The long-term fundamentals supporting healthcare real estate remain among the strongest in CRE today, The post Healthcare REITs with Taylor Green – May 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
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Capright (valuation & advisory)
Triple-Net Retail REIT Update – May 2026
Triple-Net Retail REIT Update: Institutional Capital Continues to Favor Defensive Retail Assets The triple-net retail REIT sector entered 2026 from a position of strength. Despite The post Triple-Net Retail REIT Update – May 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
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Capright (valuation & advisory)
Single-Family Rental REIT Update – May 2026
Single-Family Rental REIT Update: Policy Shifts, Supply Dynamics & What Comes Next Capright is pleased to release its latest Single-Family Rental REIT Update, offering a The post Single-Family Rental REIT Update – May 2026 appeared first on Capright . ]]>
Student HousingSelf StorageHospitalityU.S. National
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Properties & Pathways
Why Global Crises Often Pushes Investors Back Toward ‘Boring’ Property
In uncertain times, investors look for safe ground. From geopolitical feuds to impending market volatility, global headlines make many investors reassess where their money feels secure. That’s what this post is about. We’re not spruiking property — because, like any investment, it’s not immune to risk — but here’s…
Capital MarketsAlternativesAustraliaGlobal
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Properties & Pathways
How Rising Interest Rates Affect Commercial Property Cash Flow in Australia
After all of us getting comfortable with rate cuts and holds, interest rates in Australia have just started to rise. In February this year, the Reserve Bank of Australia lifted the official cash rate to 3.85 per cent. This was the first increase in more than two years. For people with commercial property in their…
Capital MarketsMultifamilyAustraliaAsia-Pacific
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Properties & Pathways
Is Construction Cost Growth Slowing in 2026?
If you’ve been anywhere near a development site over the past few years, you’ll know how brutal construction cost increases have been. From 2020, builders were dealing with material shortages, labour constraints and rapid price increases that turned feasibilities into guesswork. But in 2026, changes are afoot.…
Capital MarketsHomebuildersIndustrial & LogisticsAustraliaU.S. National
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Properties & Pathways
Passing Rent vs Market Rent: Why Every Investor Should Know the Difference
When you’re umming and ahhing over a commercial property, two numbers tell very different stories: the passing rent and market rent. They’re just one adjective apart, but they measure entirely different things. And understanding the gap between them is one of the simplest ways to spot opportunity in commercial real…
Capital MarketsRetailOfficeAustraliaU.S. National
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Properties & Pathways
How to calculate cap rates (and use them properly)
For seasoned commercial property investors, the capitalisation rate—or cap rate—is one of the most reliable tools for evaluating the potential return of a property. It’s one of the most frequently talked about measurements in our office and undoubtedly within the four walls of every commercial property investment…
Capital MarketsOfficeAustraliaU.S. National
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Properties & Pathways
Why Cash Flow Quality Matters More Than Asset Type in Commercial Property
In commercial property, conversations often start with asset type. “Industrial is in.” “Office remains relevant.” “Retail is back.” “Healthcare is an untapped market.” Labels are useful but they’re also where a lot of investors stop thinking, and in our experience, asset type alone tells you very little about how…
Capital MarketsOfficeIndustrial & LogisticsAustraliaU.S. National
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Properties & Pathways
Why East Coast Construction Is All About Data in 2026
Every couple of decades, something comes along that turns investors’ heads. In Australia right now that thing is data. And more precisely data centres. On the east coast, especially in New South Wales, commercial construction has suddenly got a jolt and its all thanks to the very new, very modern, asset class.…
Capital MarketsData CentersAustraliaAsia-Pacific
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Revista (medical office / healthcare data)
More MOB Sales in 2026
$16.3 billion in MOBs have traded over the past 12 months. That is the highest level of volume we have recorded since 2Q23. These sales comprised 47 million square feet in MOB buildings, equivalent to 2.9% of . . . The post More MOB Sales in 2026 appeared first on RevistaMed . ]]>
HealthcareU.S. National
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Revista (medical office / healthcare data)
Are Health Systems Rethinking Their Real Estate Strategy?
As health systems face growing pressure to optimize capital and accelerate growth, many are turning to third-party developers and property owners to support their real estate needs. Using Revista’s inventory of medical outpatient buildings (MOB) larger than 7,500 square feet, we examined which health systems are .…
HealthcareU.S. National
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Revista (medical office / healthcare data)
Which Counties are Rapidly Increasing Healthcare Output?
Healthcare Gross Domestic Product (HGDP) is measure of the monetary value of healthcare output. In the charts above, we are looking at growth in real HGDP for each county over the past decade. Real HGDP is inflation adjusted to provide a better view on . . . The post Which Counties are Rapidly Increasing Healthcare…
HealthcareU.S. National
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Revista (medical office / healthcare data)
Which Markets Have Seen the Greatest Growth in MOB Face Rents?
The Medical Office Sector has typically averaged 2 to 3 percent year-to-year rent growth. In recent years, this level of growth has often trailed CPI inflation. As a result, investors often target medical office (or outpatient) buildings (MOBs) that have a likelihood for higher year to year rent growth. These…
HealthcareOfficeU.S. National
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Revista (medical office / healthcare data)
Update on Health System Medical Outpatient Building Buybacks
Health systems have been one of the most active participants in the medical properties investment sales market in the last 3 years, accounting for 17% of all sales activity as either the buyer or seller. In 2025 alone . . . The post Update on Health System Medical Outpatient Building Buybacks appeared first on…
HealthcareU.S. National
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Revista (medical office / healthcare data)
New RevistaMed Metro Reports – Now Available
Explore the new RevistaMed MarketView Metro Reports, now available to subscribers. The updated reports build on fundamentals, sales transactions, and construction activity, while introducing expanded analysis of real estate ownership … The post New RevistaMed Metro Reports – Now Available appeared first on…
HealthcareU.S. National
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Revista (medical office / healthcare data)
Medical Office Rent Growth Normalizes Post Inflation
Occupancy is typically consistent, but what is the state of rent inflation within the outpatient sector? Revista’s recently released 4Q25 data shows a year-over-year growth rate of . . . The post Medical Office Rent Growth Normalizes Post Inflation appeared first on RevistaMed . ]]>
HealthcareOfficeU.S. National
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